Client Relationship Manager jobs at Robert Half - 3151 jobs
Client Solutions Manager
Robert Half 4.5
Client relationship manager job at Robert Half
As a Client Solutions Manager, your responsibilities will include:
Business development: Develop and grow your own client base by marketing our services for full time placement solutions using your proven Technology and/or recruiting background. Market to Technology via telephone, video as well as conduct in-person meetings with key decision makers. Client Solutions Manager will participate in local association and networking events to solidify Robert Half's presence in the local business community.
Placement activities: Select well-matched candidates to fulfill client job orders and maintain on-going contact with client companies and contract professionals currently on assignment to ensure both receive exceptional customer service. In addition, the client solutions manager will resolve any customer service issues quickly and efficiently to maintain the highest level of customer satisfaction.
Meet and exceed weekly business development goals.
Qualifications:
Bachelor's degree required. Technology degree preferred.
2+ years of business-to-business development experience and/or working in a Technology
related field is preferred.
Must have a strong desire to build a career in business development by using proven closing skills and the ability to build clientrelationships.
A combination of business development and account management skills are required.
Ability to multi-task and persevere in a fast-paced dynamic environment with a sense of urgency.
Must have a proven track record of success and be a competitive and self-motivated individual.
Top Reasons to Work for Robert Half:
EXCITING CAREER OPPORTUNITIES WITH THE INDUSTRY LEADER - For more than 75 years, our history of success and strong clientrelationships provide a level of stability few companies can match.
PERFORMANCE = REWARD - We offer exceptional earning potential and a competitive benefits package, including a base salary and bonus pay (for talent professional positions), group health insurance benefits (medical, vision, dental), flexible spending and health savings accounts, life and accident insurance, adoption, surrogacy and fertility assistance, paid parental leave of up to 6 weeks, and short/long term disability. Robert Half provides paid time off for vacation, personal needs, and sick time. The amount of Choice Time Off (CTO) our people receive varies based on their years of service and is pro-rated based on the hours worked per week. A new hire earns up to 17 days of CTO per calendar year. Our people also receive up to 11 paid holidays per calendar year. We also offer the opportunity to contribute to our company 401(k) savings and investment plan or deferred compensation plan (if eligible), with an employer match of 100% on the first 3% of your contributions for eligible employees. Learn more at roberthalfbenefits.com.
UPWARD MOBILITY - With more than 300 locations worldwide, we provide excellent career advancement potential, both locally and beyond.
TOOLS FOR SUCCESS - We provide world-class training, clientrelationshipmanagement tools and advanced technology to help you succeed.
RESPECTED WORLDWIDE - Robert Half has appeared on FORTUNE magazine's list of “Most Admired Companies” since 1998, as well as numerous “Best Places to Work” lists around the world.
OUTSTANDING CORPORATE RESPONSIBILITY - We believe in an “Ethics First” philosophy, which means we are committed to social responsibility, promoting inclusion in the workplace, and actively participating in communities where we live and work. Learn more by downloading Robert Half's Corporate Responsibility Report at roberthalf.com/about-robert-half/corporate-responsibility.
Robert Half is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to HRSolutions@roberthalf.com or call 1.855.744.6947 for assistance.
In your email please include the following:
The specific accommodation requested to complete the employment application.
The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
JOB LOCATION
OH CINCINNATI
A leading professional services firm is looking for an experienced professional to join their team. This role involves being a Subject Matter Expert, managing significant client responsibilities, and supervising staff on engagement deliverables. Required qualifications include a Bachelor's degree, eight years of public accounting experience, and an active CPA certification. The firm offers a hybrid work opportunity located in multiple states including Massachusetts, providing a comprehensive benefits package to its employees.
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$102k-134k yearly est. 2d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Diego, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong clientrelationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established clientrelationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
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$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Francisco, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry‑leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong clientrelationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established clientrelationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work‑life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee‑owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 3d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Walnut Creek, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong clientrelationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established clientrelationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 2d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Pasadena, CA jobs
Client Service Director - Water/Wastewater Job Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong clientrelationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established clientrelationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Santa Rosa, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong clientrelationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established clientrelationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $220,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-220k yearly 5d ago
Water/Wastewater Client Services Director
Kennedyjenks 4.1
San Francisco, CA jobs
A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package.
#J-18808-Ljbffr
$120k-168k yearly est. 3d ago
Customer Success & Growth Manager
Two Dots Inc. 3.7
San Francisco, CA jobs
Join Two Dots to build a stronger financial system.
Every time someone applies for a mortgage, car loan, or apartment lease, they submit financial documents that humans use to build a financial profile about them. The quality of these financial profiles is a key input that regulates the body temperature of the economy.
Two Dots is building a better system to evaluate consumers consistently and fairly. We prevent fraud that humans can't see, and we surface value in atypical applications that would otherwise be discarded.
Please note that we require all full-time employees to work from our office in San Francisco, CA.
Role Overview
Two Dots is looking for a Customer Success & Growth Manager to drive the next phase of our AI-driven underwriting solutions. You will play a pivotal role in ensuring our customers realize the full value of our solution. The ideal candidate will be organized, ambitious, and a strategic thought partner as we continue to build technology to improve the consumer underwriting experience.
Key Responsibilities
Build and nurture strategic relationships with our largest customers - from day-to-day business users to executive stakeholders - to understand their goals, workflows, and definitions of success
Champion customer outcomes by tracking account health, leading quarterly business reviews, and creating success plans for our highest priority customers
Own the end-to-end customer journey including onboarding, adoption, expansion, and renewal, ensuring customers realize ongoing value from Two Dots at every stage
Proactively identify upsell opportunities, partnering with the Sales team to expand our footprint within customer portfolios
Serve as a front-line voice of the customer, gathering product feedback, surfacing high-impact needs, and working closely with Product and Engineering to shape our product roadmap
Who You Are
2+ years of experience at a top-tier consulting firm (McKinsey, Bain, BCG) or equivalent high-performance environment with structured problem-solving experience
Track record of managing complex, ambiguous projects that require synthesis of qualitative customer insights and quantitative business metrics
Thrives in an agile, fast-paced environment where products and processes change rapidly
Self-starter with bias for action
What you get in return
An opportunity to shape the future of AI-driven consumer underwriting and make a tangible industry impact
High agency role with opportunity to lead at a rapidly growing company in a massive market
Competitive salary, comprehensive equity package, and substantial benefits
Closing
Two Dots is an equal opportunity employer. We aim to build a workforce of individuals from different backgrounds, with different abilities, identities, and mindsets. Even if you do not meet all of the qualifications listed above, we encourage you to apply!
Compensation is variable and is subject to a candidate's personal qualifications and expectations. For this role, we offer the following base salary range, in addition to an equity package and full benefits: $150 - $200K per year.
#J-18808-Ljbffr
Application Deadline: 02/04/2026
Job Family Group: Commercial Sales & Service
Additional Job Description
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.
Ideal candidate facilitates growth for the Bank through business development and management of key clientrelationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Responsibilities
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong clientrelationships.
Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue.
Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management.
Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards.
Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios.
Identifies key market segments and leverages industry trends to drive business growth and expand the client base.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non‑routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
7+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Project Management
Customer Service
Problem Solving
Negotiation
Customer Relationship Building
Expert level of proficiency
Financial Analysis
Salary
$88,800.00 - $165,600.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
Equal Employment Opportunity
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Recruiter Note
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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A leading financial institution is seeking an experienced RelationshipManager in San Francisco to develop new business and manage key clientrelationships. The ideal candidate will have over 7 years of relevant experience and a Bachelor's degree in Business Administration, Finance, or Accounting. Responsibilities include handling client issues, structuring deals, and engaging senior leadership to drive holistic business solutions. The role offers a competitive salary range from $88,800 to $165,600, along with comprehensive benefits and incentives.
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$88.8k-165.6k yearly 2d ago
We need HHAs and CNAs for clients in Lee county. Top pay!
Dial-A-Nurse 4.0
Naples, FL jobs
Dial-a-Nurse -
Job Title: HHA & CNA - Home Care - Lee County, FL
Job Type: Part-time, Flexible Shifts
We are seeking compassionate Home Health Aides (HHAs) and Certified Nursing Assistants (CNAs) to join our growing team in Lee County, Florida. If you are looking for flexible shifts and a rewarding caregiving role, we want to hear from you!
Responsibilities:
Assist clients with daily living tasks (bathing, dressing, grooming, etc.).
Support with mobility and transfers.
Monitor and report any changes in patient health.
Provide companionship and emotional support.
Help with light housekeeping and meal prep.
Requirements:
Valid HHA or CNA certification.
Experience in home care is preferred, but not required.
Ability to travel within Lee County and reliable transportation.
Compassionate, patient, and dependable.
Must pass background check and drug screening.
Benefits:
Flexible shifts (short shifts available).
Competitive pay rates.
Positive and supportive work environment.
Opportunity for growth and advancement.
$110k-187k yearly est. 5d ago
Client Partner - Healthcare and Life Sciences (HCLS)
Mastech Digital 4.7
Chicago, IL jobs
As a Client Partner within the Healthcare and Life Sciences (HCLS) vertical, you will be responsible for building and expanding strategic clientrelationships while driving AI-first, data-led digital transformation initiatives across pharma, biotech, medtech, and healthcare payer/provider organizations. You will act as a trusted advisor to senior executives, owning client engagement, revenue growth, and delivery excellence.
Key Responsibilities
Client Engagement & Account Growth
Build, manage, and deepen long-term relationships with C-level and senior stakeholders across life sciences and healthcare organizations.
Own revenue, margin, and growth targets for assigned strategic accounts.
Lead account planning, mining, and farming initiatives to identify new opportunities and expand wallet share.
Serve as the primary point of contact, ensuring client satisfaction and long-term partnership value.
AI Solutions & Strategic Advisory
Act as a trusted advisor by aligning business strategy, regulatory considerations, and AI capabilities.
Identify opportunities where AI, data platforms, analytics, and digital solutions can drive measurable business outcomes.
Collaborate with data science, product, and engineering teams to design and position tailored, outcome-driven solutions.
Translate complex AI concepts into business-aligned value propositions for executive stakeholders.
Delivery Oversight & Governance
Partner closely with delivery leadership to ensure high-quality execution, predictable outcomes, and client success.
Provide governance oversight, ensuring adherence to SLAs, KPIs, and delivery commitments.
Ensure compliance with industry regulations and standards such as GxP, HIPAA, GDPR, where applicable.
Act as the executive escalation point for delivery or relationship issues.
Pre-Sales & Go-To-Market (GTM) Leadership
Support new business development through proposals, RFPs, SOWs, and executive pitch decks.
Collaborate with marketing and product teams to build AI-led HCLS value propositions, case studies, and thought leadership.
Contribute to vertical GTM strategies, helping position the organization as a trusted AI transformation partner in healthcare and life sciences.
Experience & Qualifications
8-12 years of experience in client-facing roles such as client partner, account management, consulting, or pre-sales.
Proven experience working with healthcare or life sciences clients (pharma, biotech, medtech, payer/provider).
Strong track record of account growth, stakeholder management, and solution selling.
Solid understanding of AI, data, analytics, and digital transformation concepts (hands-on technical skills not required).
Familiarity with healthcare regulatory environments and compliance frameworks is highly preferred.
Excellent executive communication, negotiation, and relationship-building skills.
$111k-169k yearly est. 4d ago
Director, Strategic Government Relations & Deals
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
A leading financial institution in San Francisco is seeking a Senior Level RelationshipManager. The role involves business development and maintaining key clientrelationships while ensuring high revenue generation. The ideal candidate will have over 10 years of experience in relationshipmanagement and a bachelor's degree in a relevant field. This position offers a competitive salary range from $122,400.00 to $228,000.00.
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$67k-99k yearly est. 4d ago
Director, Principal Relationship Manager, Commercial (Emerging Middle Market)
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline
02/07/2026
Address
180 Montgomery St.
Job Family Group
Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank.
Ideal candidate facilitates growth for the Bank through business development and management of key clientrelationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong clientrelationships.
Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high‑value client portfolios, driving cross‑selling, retention, and profitability.
Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency
Project Management
Change Management
Expert level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$66k-97k yearly est. 2d ago
Food, Consumer and Agribusiness Director, Relationship Manager
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline
02/05/2026
Address
180 Montgomery St.
Job Family Group
Commercial Sales & Service
BMO's Diversified Food Director position is a key lead on deal teams, collaborating and generating solutions to current and prospective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by developing and implementing a sales marketing plan for the West Coast market and working with our DIG team to grow the market, actively managing business development opportunities, and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful transactions. Food, Consumer and Agribusiness lending experience required.
Facilitates growth for the Bank through business development and management of key clientrelationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong clientrelationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross‑selling, retention, and profitability.
Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making.
Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency
Project Management
Change Management
People Management
Expert level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk Assessment
Customer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$66k-97k yearly est. 2d ago
Director, Government Relationship Manager
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
Application Deadline: 11/20/2025
Job Family Group: Commercial Sales & Service
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society.
We are excited to be adding to our Institutional Markets/Government Banking team. We will be adding a senior level RelationshipManager and are open to having the individual based out of our San Francisco Office or East Bank market. This role will be focused on business development in addition to maintaining strong relationships within the existing portfolio.
Facilitates growth for the Bank through business development and management of key clientrelationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong clientrelationships.
Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
Manages high-value client portfolios, driving cross-selling, retention, and profitability.
Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
Identifies share of wallet opportunities.
Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationshipmanagement, mitigating risk and maintaining service standards.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
10+ years of relevant experience in RelationshipManagement, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
Seasoned professional with a combination of education, experience and industry knowledge.
Advanced level of proficiency
Project Management
Change Management
Expert level of proficiency
Product Knowledge
Regulatory Compliance
Structuring Deals
Portfolio Management
Credit Risk AssessmentCustomer Service
Stakeholder Management
Negotiation
Customer Relationship Building
Salary
$122,400.00 - $228,000.00
Pay Type
Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$66k-97k yearly est. 4d ago
Customer Success Manager
Engine 4.8
Rogers, AR jobs
Job Title: Customer Success Manager (SaaS)
Please apply ONLY if -
1) You have work experience in the CPG (Consumer Packaged Goods) industry.
2) If you are located in Northwest Arkansas.
Position Overview:
We are seeking an experienced and proactive Customer Success Manager to join our growing SaaS organization. This role bridges customer success, project communication, and account management-ensuring every customer receives exceptional value, clear communication, and a trusted partnership that drives business outcomes.
Responsibilities:
Customer RelationshipManagement:
Serve as the primary point of contact for assigned accounts, building trusted relationships and ensuring alignment between customer goals and our product capabilities.
Customer Communication:
Lead proactive communication with customers regarding project updates, deliverables, timelines, and any issues that may arise-ensuring customers always feel informed and supported.
Issue Management & Escalation:
Anticipate and address customer concerns early, coordinating across internal teams to resolve challenges swiftly and transparently.
Account Strategy & Growth:
Develop a deep understanding of each customer's business objectives, KPIs, and success criteria. Identify opportunities for product adoption, expansion, and value realization.
Task & Priority Management:
Translate customer needs into clear internal priorities, working with project and support teams to ensure timely and accurate execution.
Customer Health Monitoring:
Track account health metrics (usage, engagement, satisfaction) and take action to improve outcomes and retention.
Formal Business Reviews:
Lead structured business reviews-including Quarterly Business Reviews (QBRs) and executive sponsor updates-to communicate progress, demonstrate value, and align future priorities.
Renewals & Retention:
Support renewal processes by demonstrating ROI, reinforcing customer value, and ensuring long-term satisfaction.
Qualifications:
3-5 years of experience in account management, customer success, or relationshipmanagement, preferably in a SaaS or technology-driven environment.
3-5 years of experience in CPG in sales, category, insights, or related retail team customer-facing role is a MUST-HAVE requirement.
Strong communication, organizational, and problem-solving skills.
Proven ability to manage multiple priorities and stakeholders with professionalism and clarity.
A customer-first mindset with a passion for delivering exceptional experiences.
Ability to understand technical concepts and translate them into business value for customers.
Must be able to work on-site at our Rogers, AR office on a regular basis.
Preferred Skills
Experience working with cross-functional teams (Engineering, BI Development, Sales, Support, Implementation).
Background in managing enterprise or mid-market accounts.
Confidence leading customer meetings, QBRs, and executive-level discussions.
Strong analytical and reporting skills to track account performance and customer outcomes.
Experience in a similar role with a 3rd party brokerage/agency.
Success in This Role Looks Like
Customers feel informed, valued, and confident in their partnership.
Issues are identified early and managed proactively.
Internal teams are aligned around clear priorities and customer objectives.
Accounts show consistent growth in adoption, satisfaction, and renewal.
$58k-87k yearly est. 4d ago
IT Business Relationship Manager, Human Resources
Inceed 4.1
Houston, TX jobs
IT Business RelationshipManager, Human Resources
Compensation: $130,000 - $160,000 annually, depending on experience
Inceed has partnered with a great company to help find a skilled IT Business RelationshipManager, Human Resources to join their team!
This is an exciting opportunity to lead the strategic and operational design of HR technology systems. The company is focused on growth and innovation, offering a dynamic environment for a proactive leader to drive integration, automation, and analytics. Be a part of a team transforming HR operations with AI and predictive analytics, enhancing employee experience and supporting the company's mission to expand access to affordable care.
Key Responsibilities & Duties:
Lead HR technology systems strategy and implementation
Mentor and develop team members for high performance
Align HR systems with business objectives
Leverage AI to enhance workforce planning and engagement
Ensure data governance and system security
Evaluate HR systems for process efficiency improvements
Required Qualifications & Experience:
8+ years managing HRIS or HCM platforms
5+ years managing teams supporting HR systems
Bachelor's degree in HR, Information Systems, or Business Administration
Experience with AI in HR operations
Strong understanding of HR operations and analytics
Nice to Have Skills & Experience:
Master's degree or certifications like SHRM-SCP, PHR, PMP
Experience with ERP solutions
Proven leadership and change management skills
Perks & Benefits:
This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process.
If you are interested in learning more about the IT Business RelationshipManager, Human Resources opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.